David Patterson, financial advisor Waterford MI

David Patterson

CRD Number: 4875350
Current Firm: Patterson Advisors

David Patterson (CRD# 4875350) is an Investment Advisor Representative working at Patterson Advisors in Waterford, MI and has 1 year of experience in the finance industry. David Patterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Patterson Advisors, LLC Waterford, MI Aug 2005 - Current 18

David Patterson has no recent exams reported.
Contact Info for David C. Patterson
Phone Number: 248-766-9577
Registered State(s):
  • MI
  • TX
Current Firm Details
Patterson Advisors
Firm's CRD Number: 137238
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

MI, TX

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